Loan Consultant I: Customer Experience & Solutions

Lendmark Financial Services LLC; Tupelo (MS); On-site; USD 32,000 - 42,000; Full time

Job summary

Lendmark Financial Services LLC in Tupelo, MS is seeking a Loan Consultant I to deliver exceptional customer experience while offering personal loan solutions. This role focuses on building a customer base through sales, loan extensions, and merchant referrals.

You will create a positive customer experience, strive to meet monthly goals, and ensure accuracy and compliance. Office environment with routine branch duties.

Qualifications

• High School Diploma or GED from accredited institution.
• 0-2 years consumer finance or related experience.
• Cash handling, computer skills, and customer service skills.
• Ability to work with minimum supervision.
• Excellent communication skills.
• Proficient with Microsoft Windows, Excel, and Word.

Responsibilities

• Greet, assist and solicit individuals entering the office and calling by phone; receive and process credit and employment verifications, and record information obtained;
• Process payments, distributions, make recommendations regarding loan approvals;
• Approve loans up to established lending limits, complete loan closings, handle account activities related to collection accounts, including phone calls and face to face communications with customers;
• Prepare reports, correspondences, transaction documentation, and record and file documentation; operate cash drawer, process bank deposits, maintain records and balances and closing of the branch;
• Actively market all branch products and services to individuals;
• Perform all other duties as assigned by management.

Skills

Cash handling

Computer skills

Customer service

Excellent communication

Spanish/English bilingual

Microsoft Windows

Excel

Word

Education

High School Diploma or GED

Associates or Bachelor's Degree

Tools

Microsoft Windows

Excel

Word

Job description

Lendmark Financial Services LLC in Tupelo, MS is seeking a Loan Consultant I to deliver exceptional customer experience while offering personal loan solutions. This role focuses on building a customer base through sales, loan extensions, and merchant referrals.

You will create a positive customer experience, strive to meet monthly goals, and ensure accuracy and compliance. Office environment with routine branch duties.